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Stacy Ethyl Shields

Fortitude Advisory Group L.L.C.

Gig Harbor, WA

Gig Harbor, WA

CRD 7112924

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Employer firm

Fortitude Advisory Group L.l.c. CRD 116083

$468M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fortitude Advisory Group L.L.C.

7195 Wagner Way Suite 104, Gig Harbor, WA 98335 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-01-04
  • WA RA
    APPROVED
    Since 2021-01-04

Branch Locations

7195 Wagner Way Suite 104, Gig Harbor, WA 98335 • United States

Gig Harbor, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dynamic Wealth Advisors Phoenix AZ 12/2020 Present
Trueblue Tacoma WA 08/2007 10/2018
Sj Wealth Management Llc Gig Harbor WA 11/2018 Present
Fortitude Advisory Group L.L.C. Gig Harbor WA 01/2021 Present
  • 12/2020 → Present
    Dynamic Wealth Advisors
    Phoenix, AZ
  • 08/2007 → 10/2018
    Trueblue
    Tacoma, WA
  • 11/2018 → Present
    Sj Wealth Management Llc
    Gig Harbor, WA
  • 01/2021 → Present
    Fortitude Advisory Group L.L.C.
    Gig Harbor, WA
Previous Registrations
  • 2019-05-06 → 2020-12-31
    Dynamic
    Gig Harbor, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-17
  • S65 Uniform Investment Adviser Law Examination
    2018-12-17

View on SEC IAPD

Nearby Firms

LIGHTHOUSE WEALTH STRATEGIES, LLC
EDWARD JONES
SOWELL MANAGEMENT

Nearby Investors

KELLY ROY CAVIEZEL
MEGAN ANNE HAYES
KARSTEN JON CAVIEZEL

Nearby Offices

LIGHTHOUSE WEALTH STRATEGIES, LLC · GIG HARBOR, WA
EDWARD JONES · GIG HARBOR, WA
SOWELL MANAGEMENT · Gig Harbor, WA

More in Gig Harbor, WA

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